Quick Reference Workflows & Tools

Creating a Merlin Shortcut to your desktop

This sheet contains basic Merlin guidance for frequently used areas that could be useful for new users. Frequently Used Screens Reception = User to register and modify Client/Patient details. Diary = Used to book and manage appointments. ...

Summary This sheet provides information on useful keyboard shortcuts that can be used within the treatment screen. ALT+N Triggers to Clinical Notes button ALT+C Opens the Consent Forms Window ALT+W Opens the Add Weight prompt A...

Summary This sheet provides information on how to sell items at cost price for specific clients. Details To sell items at cost price, configuration is require in Code Entry and in the Reception screen. Code Entry Configuration A code must be ...

Summary This sheet provides information on user administration and password policies. Password Complexity Requirements Passwords must meet the following complexity requirements: Not contain the user's account name or parts of the user's f...

Summary Reporting Settings can be accessed via: Administration > Settings and selecting the 'Reporting' category.  This page documents each setting. Details Statements Show Surgery Header Enabled = Includes the surgery head...

Summary This sheet contains Merlin guidance for reducing the number of popups that display when navigating Merlin. With configuration, the number of popups can be reduced so that they only display for the relevant users.  System Settings ...